DWM

DecisionMap Wealth Management Portfolio holdings

AUM $156M
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$6.36M
3
+$4.48M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.99M
5
ABFL
Abacus FCF Leaders ETF
ABFL
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.09%
2 Consumer Staples 4.92%
3 Consumer Discretionary 4.84%
4 Communication Services 3.73%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$740K 0.59%
+3,884
52
$712K 0.56%
+2,971
53
$675K 0.54%
+15,053
54
$660K 0.52%
+1,485
55
$638K 0.51%
+9,641
56
$630K 0.5%
+6,264
57
$617K 0.49%
+6,767
58
$613K 0.49%
+2,320
59
$587K 0.47%
+5,071
60
$560K 0.44%
+5,256
61
$527K 0.42%
+28,493
62
$525K 0.42%
+1,994
63
$517K 0.41%
+6,833
64
$507K 0.4%
+8,936
65
$505K 0.4%
+729
66
$497K 0.39%
+19,855
67
$496K 0.39%
+1,021
68
$493K 0.39%
+4,767
69
$491K 0.39%
+3,228
70
$491K 0.39%
+5,705
71
$478K 0.38%
+9,006
72
$475K 0.38%
+3,738
73
$474K 0.38%
+5,933
74
$464K 0.37%
+20,188
75
$434K 0.34%
+562
1 2
3
4 5